Latest: The Iran Deal
Russian refinery runs have fallen to 3.8 mbd in June, 1.5 mbd below the start of the year, making Russia one of the largest contributors to today’s exceptionally weak global refining activity.
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Trump returns to 'FULL Blockade' of Iranian ports, reverses 20% fee proposal...
How long will this escalatory episode last?...
Easily buy the engine on Alibaba.
Governments have refused to respect the wishes of their citizens...
PJM Interconnection is 7 nuclear power plants short of ensuring stability in 2028: "These auction results show that demand for electricity continues to grow faster than electricity supply."
Michigan is ground zero for the outbreak and is getting absolutely hammered...
Broadcasters are advised to avoid tight shots from behind athletes...
Transport Minister has had enough...
Six years since '15 Days to Slow the Spread', data shows why our policies didn't work...
Meta denies the allegations...
Report suggests US is preparing for a wider war...
"...watch hyperscaler debt..."
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"A State Department official confirmed the US government is supporting efforts by Iraq and Syria to enhance trade..."
Digital ID is the gateway to the gulag in the metaverse...
A blatant abuse of power...
...lay the foundation for “coordinated action” to counter international organizations that are “seeking to implement an extreme political vision through intimidation and coordinated campaigns of terror”
NS
"In New York, the top 1% of earners pay about 45% of all state income taxes in any given year..."
“Healthcare remains among our favorite defensive sectors. Valuations, a stronger dollar and improving earnings support the sector. We expect Healthcare to continue to re-rate.”
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Industrials have become an unexpected second-order AI winner, as data-center spending boosts demand for power and infrastructure. Despite rich valuations, positioning is at multi-year lows, raising the question of whether the recent pullback is a buying opportunity.
The AI story is becoming a financing story, as bond investors grow more cautious despite rising hyperscaler capex. If credit conditions keep tightening, the impact could extend well beyond the bond market into AI equities.
Semiconductor sentiment has flipped from euphoria to panic, with Dot-com-era volatility fueling fears that the AI trade is fading. Yet fundamentals remain strong—record cash flow, solid earnings and cheaper valuations suggest this looks more like a correction than the end of the cycle.
Paris did not burn. The streets stayed calm after France's victory, but investors have far less to celebrate as weak growth, rising bond yields and political uncertainty continue to weigh on the French outlook.
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